Timothy G Berry

Timothy G Berry

5.0
Rating: 6.8

Licensed for 28 years

Tax Lawyer at Gilbert, AZ
Practice Areas: Tax, Chapter 7 Bankruptcy

4490 E Marshall, Gilbert, AZ

About Timothy

Practice Areas

2

Practice Areas

Tax 70%

Primary focus is on retirement planning issues with a special emphasis on estate planning for IRAs and fixing IRA non compliance issues such as prohibited transactions

27 years

70%
Chapter 7 Bankruptcy 30%

Instead of representing debtors in bankruptcy I work with investors who purchase assets from bankruptcy trustees

19 years

30%

Fees and Rates

We have not found any cost information for this lawyer


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Licenses

Licensed in Washington for 28 years

State: Washington

Acquired: 1997

Active

No misconduct found

Location

IRA Ideas LLC

4490 E Marshall, Gilbert, AZ, 95297

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Timothy G Berry's Reviews

Avvo Review Score

5.0 /5.0

15 Client Reviews

Filter Avvo Reviews (15) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.

Showing 1 - 3 of 3 reviews | Cost of Services

Posted by Charles | January 04, 2017 | Real Estate

Purchasing Property With an IRA

My wife and I were referred to Timothy Berry regarding a piece of property we were thinking about purchasing with an IRA, He explained the different ways we could purchase the properties that would give us the best tax advantages. I found Timothy to very knowledgeable, and his information informative.... Timothy did not charge us for this consultation which surprised me and he offered to help us in the future if needed. It was refreshing to speak to a lawyer with our best interest in mind. I would recommend Timothy to anyone who is in need of a lawyer in his field.

Posted by Jack | April 21, 2016 | Tax

Tim really helped me out of a problem

So I received a 1099 that should have been issued to my LLC. This was going to be expensive if I couldn't get it resolved. I talked to several people in the tax and financial fields and got numerous answers and suggestions none of which made much sense. Tim Berry called me back in few minutes told me... just how to handle my problem. His willingness to give me a few minutes of his time and his knowledge got me through a stressful situation. Thanks again Tim

Posted by Chris | October 02, 2012 | Lawsuits & Disputes

IRA Review By Tim Berry

I Needed an attorney to review my IRA. Tim & I spoke on the phone, met in person, and e mailed one another. Within one week Tim performed the review. His fee was more than reasonable. Furthermore, when Tim spoke with my accountant, he protected my privacy during those discussions. Final comment,... while Esquire Berry reviewed my case, he had in his possession, my entire IRA file which included my check books whose accounts held several thousand dollars. They were returned and the money's still in the bank. In conclusion, my experience in hiring Tim proved to be professional, ethical, informative and HONEST. I definitely will refer Tim to my friends and family. Thanks again.. Chris aka Robin

See All Client Reviews

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Eric David Paris headshot
Eric Paris

Estate planning lawyer

Experience

Rating:  6.8 (Good)

Work Experience

2002 - Present

Attorney, Law Offices of Tim Berry

Education

1997

Seattle University School of Law

JD - Juris Doctor

1991

California State University, Fresno

BA - Bachelor of Arts

Speaking Engagements

2010

Spring Membership Meeting

IRAs, What you don't know can hurt your client

2007

The Asset Protection Forum Advanced IRA Planning

2007

Recharge your Returns

Distribution Planning from your IRA

2006

The Retreat

Three IRA Concepts That Will Change Your Practice

2005

Financial Planning Conference

IRAs

2004

Southwest Fest

Self Directed IRAs

2004

Monthly Meeting

Self Directed IRAs

Languages

English

Avvo Rating

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  • Experience & background Years licensed, work experience, education
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  • Discipline Disciplinary information may not be comprehensive, or updated. We recommend that you always check a lawyer's disciplinary status with their respective state bar association before hiring them.
Avvo Rating Levels
10.0 - 9.0 Superb8.9 - 8.0 Excellent7.9 - 7.0 Very Good6.9 - 6.0 Good5.9 - 5.0 Average4.9 - 4.0 Concern3.9 - 3.0 Caution2.9 - 2.0 Strong Caution1.9 - 1.0 Extreme Caution